test

Sean P. Skuja

@Envestnet Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$309.815BTotal holdings4216
Assets growth rate7.94%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Envestnet Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4216 positions.

Assets under management

The assets under management (AUM) of Envestnet Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 309.815B in assets, with a quarterly growth rate of 7.94% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Sean P. Skuja, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BLKBlackrock Inc
Recent Activity
Exited
0%
$539.673M
685,456 shares@ $787.32 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$279.511M
262,489 shares@ $1064.85 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$187.424M
967,849 shares@ $193.66 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$153.434M
1.02M shares@ $150.44 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$21.215M
73,197 shares@ $289.84 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$17.028M
20,782 shares@ $819.36 avg price
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$15.003M
787,180 shares@ $19.06 avg price
LRGGMacquarie Etf Trust
Recent Activity
Exited
0%
$10.217M
384,879 shares@ $26.55 avg price
RSPCInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$6.9M
232,494 shares@ $29.68 avg price
TUASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$3.929M
184,299 shares@ $21.32 avg price